Richard de Lisle (De Lisle Partners) - The Greatest Game
Far From The Finishing Post
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The Risk of Higher Inflation and Higher Interest Rates
Richard Quest: I think inflation started with the supply problem. Andt we ill know about the bottle necx and the lack of investments since two thousand and 14, and i'm talking about the supercycle here. When the old price went negative in two thousand and 20, the whole industry was effectively bankruptile. They were coming from a low base, from a value perspective, they were all attractive coming out of the pandemic. So we were slightly overweightind all cramway producers and so on. But then when on february 20, fourth on the ukrane invasion,. We just upd all those waitings because it was quite clear that this was going to make it go considerably
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